Comparing TaxDome and ShareFile features
Features
Created for tax & accounting industry
Client portal
Mobile app
Unlimited e-signatures and KBA
Workflow automation
One time and recurring invoices & payments
Virtual drive
CRM
Unlimited document storage
Customizable organizers
Custom branding & URL
Website builder
Calendar view
Document pre-fill
Recurring invoices
QBO sync
Email sync
Bulk mail
I was struggling to find a one-stop solution that allowed all parts of my tax preparation process to happen within one software. SmartValut and ShareFile are simple file-sharing and client portal programs that don't offer digital organizers or billing, and TaxDome allows that to happen.
Enrolled agent from Boundless Tax
There were three factors that swayed me to TaxDome: cost, document locking to a bill and invoicing from the portal. Cost was a factor in the decision to leave ShareFile.
Tax adviser from DAC
Company positioning: the philosophy behind TaxDome and ShareFile
ShareFile is a “secure file sharing and transfer service for business.” It does one thing and does it reasonably well – exchanging files between you and your clients.
If you plan to use it in your practice, there is only one problem – running a tax or accounting practice takes a lot more than just sending files back and forth. And that is where ShareFile comes in, well, not just short – it doesn’t really come in at all. ShareFile simply doesn’t do the other 90%. For that, you will need a number of other tools to run the practice – a workflow system, client portal, website, billing and payments, secure messaging, shared inbox, mass mail, and so on. All these things are not optional – you have to perform these functions. The only question is whether you’ll be using one tool or 20.
Think of ShareFile as a flat screwdriver, really good at that one thing it does.
TaxDome was built from the ground up to be the one system you use to run your practice. It includes all these features in one package, with information seamlessly integrated across all business functions. TaxDome is a smart screwdriver set, capable of doing everything you need.
The best part – TaxDome actually costs less than ShareFile, while delivering tons more value for tax professionals.
TaxDome vs ShareFile pricing
$700
per year, per user
for a 3-year subscription plan
TaxDome offers one pricing plan for $58 per month per user (*with a 3-year subscription plan) with unlimited storage, clients, e-signatures, and free training.
$1,464
per year, per user
ShareFile has a number of price plans.
The Premium plan whose features are closest (but still not that close) matched to TaxDome costs $1,464 per year.
